Morningstar Unblocks Analyst Ratings/Reports for JP Morgan Asset Management

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sunnywindy
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Joined: Sat Jan 18, 2014 3:42 pm
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Morningstar Unblocks Analyst Ratings/Reports for JP Morgan Asset Management

Post by sunnywindy »

I recently noticed that Morningstar now allows anyone to view the Morningstar Analyst Report for JP Morgan Asset Management products (both mutual fund and ETF); this applies to both the human-written Analyst Reports and newer robot-written "Q" Reports. The Morningstar Rating Shield is also visible on the fund's main page whereas this is usually not visible to non-paying members.

Here is a human written example: https://www.morningstar.com/funds/xnas/jemsx/quote
Here is a robot-written example: https://www.morningstar.com/etfs/bats/jema/quote

Most likely, JP Morgan has an agreement with Morningstar to allow anyone to view the reports (and some money was exchanged!). If the reports are good (as they usually are for JP Morgan Asset Management), then this might be a wise marketing effort by JP Morgan because now everyone can see that an independent source rates their funds highly, etc..etc...

This information could be useful for someone who has a 401k, but few choices - the Analysis Report could be the decider to put money into a JP Morgan fund versus other brands.

I wonder if more companies will do this?
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jeffyscott
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Re: Morningstar Unblocks Analyst Ratings/Reports for JP Morgan Asset Management

Post by jeffyscott »

That's interesting.

T. Rowe Price pays for premium access for their clients at a some asset level, but their's are still behind the paywall for the general public. Their funds are also typically highly regarded by the M* analysts.

Some may have access for all funds, via their public library's website. Mine has that, along with access to things like hoopla, consumer reports, newspapers, magazines, etc. I just have to log in with my library card number.
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